asset classes. doesn't matter whether you own staples, energy technology they will get hit equally you will lose money, period end of story. this is why the individual investor like at td ameritrade is stopping trading because they can't win the game. they lose every single time they take advice. melissa: what do you want them to do to realize what you're just saying? >> right. well, specifically right now, staples, in particular, staples and health care, utilities are so extended they are beyond historical norms valuations at these levels. so you will get a correction in price. so go in and trim off some. if you're going to plant a garden you got to go in harvest the fruit from time to time otherwise it rots on the vine. that's where we are. we're very overbought. take money off the table. doesn't mean sell everything. hold cash until the market corrects and what you can do, buy things cheaper. our job as investors. buy cheap, sell when expensive. right now everything is expensive. >> downside correlation on staples and utilities is not 93%. look it up on a chart, it is not that high.